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Jaffetilchin Investment Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Jaffetilchin Investment Partners’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.7M Sell
671,625
-66,733
-9% -$9.92M 5.69% 1
2025
Q4 		$110M Buy
738,358
+12,741
+2% +$1.88M 6.42% 1
2025
Q3 		$106M Buy
725,617
+7,416
+1% +$1.04M 6.32% 1
2025
Q2 		$97M Buy
718,201
+35,658
+5% +$4.45M 6.34% 1
2025
Q1 		$83.3M Sell
682,543
-2,277
-0.3% -$293K 6.04% 1
2024
Q4 		$88.1M Buy
684,820
+16,786
+3% +$2.17M 6.38% 2
2024
Q3 		$83.9M Sell
668,034
-11,565
-2% -$1.4M 6.34% 2
2024
Q2 		$80.7M Buy
679,599
+2,183
+0.3% +$251K 6.89% 1
2024
Q1 		$78.1M Buy
677,416
+38,133
+6% +$4.18M 7% 1
2023
Q4 		$67.3M Buy
639,283
+37,036
+6% +$3.63M 6.56% 1
2023
Q3 		$56.7M Buy
602,247
+1,047
+0.2% +$103K 6.26% 1
2023
Q2 		$58.8M Buy
601,200
+20,114
+3% +$1.86M 6.2% 2
2023
Q1 		$52.6M Buy
581,086
+31,332
+6% +$2.78M 5.98% 1
2022
Q4 		$46.6M Sell
549,754
-54,504
-9% -$4.65M 5.69% 1
2022
Q3 		$48.1M Sell
604,258
-7,261
-1% -$642K 6.17% 1
2022
Q2 		$51.2M Sell
611,519
-14,827
-2% -$1.35M 6.05% 1
2022
Q1 		$54.4M Sell
626,346
-63,351
-9% -$6.32M 6.4% 1
2021
Q4 		$73.8M Buy
689,697
+17,844
+3% +$1.87M 6.98% 1
2021
Q3 		$66.1M Sell
671,853
-652,455
-49% -$66M 7.03% 1
2021
Q2 		$122M Buy
1,324,308
+732,021
+124% +$70.4M 8.44% 1
2021
Q1 		$54.3M Sell
592,287
-85,116
-13% -$7.63M 6.39% 1
2020
Q4 		$58.4M Buy
677,403
+31,783
+5% +$2.57M 8.28% 1
2020
Q3 		$48.7M Buy
645,620
+5,574
+0.9% +$416K 9% 1
2020
Q2 		$44.4M Sell
640,046
-19,403
-3% -$1.27M 9.79% 1
2020
Q1 		$37.7M Sell
659,449
-214,283
-25% -$14.7M 13.33% 1
2019
Q4 		$63.5M Buy
873,732
+17,866
+2% +$1.24M 13.71% 1
2019
Q3 		$57.4M Sell
855,866
-16,578
-2% -$1.11M 13.71% 1
2019
Q2 		$58.1M Buy
872,444
+127,444
+17% +$8.35M 13.54% 1
2019
Q1 		$48M Sell
745,000
-13,020
-2% -$808K 10.66% 1
2018
Q4 		$43M Buy
758,020
+67,385
+10% +$4.14M 10.75% 2
2018
Q3 		$46M Buy
690,635
+59,049
+9% +$3.87M 9.72% 1
2018
Q2 		$39.5M Buy
631,586
+12,071
+2% +$750K 8.78% 1
2018
Q1 		$37.5M Buy
619,515
+283,494
+84% +$17.7M 8.4% 1
2017
Q4 		$20.5M Sell
336,021
-187,765
-36% -$11.2M 6.84% 1
2017
Q3 		$30.2M Buy
523,786
+174,680
+50% +$9.85M 7.11% 1
2017
Q2 		$19.3M Sell
349,106
-150,138
-30% -$8.24M 6.55% 1
2017
Q1 		$27M Buy
499,244
+262,796
+111% +$14M 6.86% 1
2016
Q4 		$12.1M Sell
236,448
-2,877
-1% -$144K 3.61% 6
2016
Q3 		$11.9M Sell
239,325
-9,529
-4% -$470K 3.77% 6
2016
Q2 		$11.9M Buy
248,854
+237,270
+2,048% +$11.2M 3.59% 7
2016
Q1 		$541K Buy
11,584
+4,046
+54% +$179K 0.17% 73
2015
Q4 		$350K Buy
7,538
+32
+0.4% +$1.5K 0.11% 131
2015
Q3 		$329K Buy
+7,506
New +$348K 0.12% 129

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Jaffetilchin Investment Partners's ITOT Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9% in Q1 2026, selling an estimated $9.92M and leaving 671,625 shares worth $95.7M. The position accounts for 5.69% of the portfolio, ranked #1.

Jaffetilchin Investment Partners first reported a position in ITOT in Q3 2015 and has held it in 43 quarters since. The position peaked at $122M in Q2 2021. 1,620 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Jaffetilchin Investment Partners held 671,625 shares of iShares Core S&P Total US Stock Market ETF worth $95.7M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 66,733 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $9.92M.
  • iShares Core S&P Total US Stock Market ETF made up 5.69% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #1 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2015 and has held it in 43 quarters since.
  • Jaffetilchin Investment Partners's iShares Core S&P Total US Stock Market ETF position peaked at $122M in Q2 2021.
  • 1,620 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.